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Private Wealth Client Leader
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-10
Listing for:
Bank of America
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial services firm in San Francisco seeks a Private Wealth Client Relationship Manager. The successful candidate will manage Client Associates, ensuring exceptional client service and regulatory compliance while driving strategic initiatives. This role requires strong coaching, interpersonal, and leadership skills, with a focus on expertise in investment products and a commitment to client satisfaction. An ideal candidate will have 5+ years of experience and relevant licensing.
Competitive salary range from $115,000 to $155,000 annually, along with industry-leading benefits.
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